Vinati Organics Limited has scheduled a one-on-one meeting with Aditya Birla Sun Life AMC on June 3, 2026. The meeting will be held in person at the company's Corporate Office in Mumbai between 04:00 PM and 05:00 PM. This interaction is part of the company's ongoing engagement with analysts and institutional investors.

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Vinati Organics clarified that no unpublished or price-sensitive information will be disclosed or discussed during the aforesaid meeting. The company noted that the schedule is subject to change due to exigencies on the part of the investors or the company.

Meeting Schedule

The filing was submitted by Milind Wagh, Senior Vice President – Company Secretary, on behalf of Vinati Organics Limited.

Vinati Organics continues to face headwinds as Kotak Institutional Equities maintains its Sell rating on the stock with a target price of ₹1,200. The brokerage's stance reflects persistent concerns over weak revenue performance and challenging market dynamics that have weighed on the company's near-term outlook.

Revenue Weakness Driven by IBB and ATBS Softness

Management attributed the company's 1% revenue decline in FY26 primarily to weakness in its key product segments — Isobutyl Benzene (IBB) and ATBS. These two segments have historically been significant revenue contributors for Vinati Organics, and their underperformance has been a central factor in the company's muted top-line growth during the period.

The following table summarises the key highlights from Kotak's assessment:

FY27 Guidance and Ongoing Project Challenges

Despite management guiding for 15% volume growth in FY27, Kotak remains cautious. VOPL projects continue to face challenges stemming from weak market conditions and competitive pressures, which have dampened confidence in a near-term recovery. The brokerage has responded by cutting its EPS estimates by another 9–10%, reflecting a more conservative view of the company's earnings trajectory.

Kotak's Revised Estimates Signal Continued Caution

The downward revision in EPS estimates underscores the brokerage's concern that the headwinds facing Vinati Organics are not transient. Weak demand conditions in key product markets, combined with intensifying competitive pressures, present meaningful challenges to the company's ability to translate volume growth guidance into earnings improvement. Kotak's maintained Sell rating and ₹1,200 target price reflect this cautious stance on the stock's near-term prospects.